Avondale Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Avondale Wealth Management’s Portfolio DFIC Stock Details DFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,000	Closed	-$62.2K	–	73
2025 Q2	$62.2K	Hold	2,000	–	–	0.03%	88
2025 Q1	$55.5K	Hold	2,000	–	–	0.04%	84
2024 Q4	$51.7K	Hold	2,000	–	–	0.03%	85
2024 Q3	$56.3K	Hold	2,000	–	–	0.04%	85
2024 Q2	$52.6K	Hold	2,000	–	–	0.04%	88
2024 Q1	$53.5K	Sell	2,000 -4,000	-67%	-$103K	0.04%	87
2023 Q4	$153K	Hold	6,000	–	–	0.12%	49
2023 Q3	$140K	Sell	6,000 -4,000	-40%	-$97.1K	0.12%	52
2023 Q2	$243K	Hold	10,000	–	–	0.2%	45
2023 Q1	$241K	Buy	+10,000	New	+$238K	0.21%	41

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.14B AUM

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Avondale Wealth Management's DFIC Position: Q3 2025 in Review

Avondale Wealth Management sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2025, closing a stake of 2,000 shares — an estimated $62.2K sold.

Avondale Wealth Management first reported a position in DFIC in Q1 2023 and held it in 10 quarters. The position peaked at $243K in Q2 2023. 486 funds tracked by Wall St. Rank hold DFIC as of Q3 2025.

Avondale Wealth Management reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 2,000 Dimensional International Core Equity 2 ETF shares in Q3 2025, an estimated $62.2K.
Avondale Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and held it in 10 quarters.
Avondale Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $243K in Q2 2023.
486 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.